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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7352 results found

  1. Link duplicate Pricing Tables so that //when edits are done on one, it will also update the other.

    2 votes

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  2. 2 votes

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  3. Option to invite a Collaborator under Team and seats instead of adding them on the document level

    4 votes

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  4. Whenever Companies are merged in Hubspot, one of the records is set as Master Record and updated with all information, and all remaining duplicated records are deleted after that.

    In this scenario, all contracts associated with those deleted company records have to be manually reassociated to the remaining and new master company record. If it's one or two, it's fine. The problem is when you duplicate Companies in Bulk, using tools like Insycle, and having to reassociate hundreds of company and contract records manually.

    Insycle outputs a CSV report containing both the Old and New Hubspot ID for each company.…

    4 votes

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  5. 25 votes

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  6. Ability to set a default folder in PandaDoc for documents to be sent to.

    3 votes

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  7. Role permissions feature that will allow a user to send documents but not allow them to view the documents after they have been completed.

    1 vote

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  8. Integrate or Sync with GloFox

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  9. When reviewing the templates I've created in whichever folder I've put them in, I can see the file name, the parties who'll need to sign, and the date the file was created. But I update my templates often, including by replacing the source files in them with updated versions. This means that the created date is not very important, because templates I created months ago have changed numerous times since then. I'd like to be able to see the date/time of modification for my templates, like you can with the documents, so I can know at a glance which ones…

    4 votes

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  10. The ability to change the properties of fields for all documents, i.e. the "require" option for recipients

    5 votes

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  11. upload a spreadsheet and convert into a table in a quote

    4 votes

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  12. Ability to edit Quote Builder block via mobile app

    8 votes

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  13. When using Update Zoho quote products whenever a document’s status is updated automation, add an option to update the quantity of the product to zero in Zoho, in case this product is not selected in PandaDoc document.

    1 vote

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  14. More variables for the PandaDoc <> Bamboo HR integration, such as passport number.

    1 vote

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  15. The ability to merge forms together into one form.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Option to have an integration with Adobe PDF (similar to MS Word add-in)

    2 votes

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  17. edit .docx files without using text blocks - after clicking "Convert document"

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  18. Ability to have group text inputs similar to Group Check Boxes to Require One to be Checked.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Option to use nested fields in the body request when you create a document from PandaDoc template via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  20. 1 vote

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